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Salesforce implementation best practices

Implementation Best Practices eBook

The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.

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Nonprofits Are Creating Value With Salesforce

More and more nonprofit organizations are using Salesforce to power their mission and create additional value for their constituents. The flexibility, openness and expansive ecosystem of the Salesforce platform allows customers to use the technology the way they want to use it.

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Who is the Site Guest User?

The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com site. Some examples of this are event management applications, donation applications, volunteer applications, etc. The Site Guest User allows for those external constituents who are registering for an event, making a donation, signing up to volunteer to commit data into your system, essentially making the “sync” of data possible.

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Seeing vs Doing: Understanding Learning Styles for Successful Training

Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or tendencies that indicate one or several learning styles by simply getting to know a person. Making an effort to appeal to different learning styles in your training sessions and training materials could be a game changer for you and your end users.

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Right Person, Right Place: Hiring a Salesforce Guru

While we configure Salesforce to be easy to maintain, it does still need someone to look after it. When a new user needs to be onboarded, when existing users have questions, when business process change and need to be reflected in the database, or when something breaks, it’s very helpful for an organization to have a designated go-to person (a Salesforce Guru) to help adapt to the new condition. This post contains expert tips on hiring a Salesforce administrator.

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